See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,086 | $118,450-45.1% | $98,439-33.9% | $139,434-53.3% |
| Participation rate | 90.5% | 77.4%+13.0pp | 75.2%+15.3pp | 80.3%+10.2pp |
| Annual return | 0.75% | 18.94%-18.2pp | 21.16%-20.4pp | 372.94%-372.2pp |
| Employer contribution / active EE | $2,006 | $3,609-44.4% | $3,048-34.2% | $4,751-57.8% |
| Participant deferral / active EE | $5,747 | $5,392+6.6% | $4,738+21.3% | $6,710-14.4% |
| Admin fee / account holder | $1,840 | $14,026-86.9% | $8,948-79.4% | $11,403-83.9% |